565 Workbooks Reviews
Overall Review Sentiment for Workbooks
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Once we re-evaluated the way we record opportunities and leads, Workbooks was able to offer us forecast reports Review collected by and hosted on G2.com.
As with any software there will always be room for improvement, I am hoping Workbooks will be reactive to queries and suggestions Review collected by and hosted on G2.com.
The best aspect of workbooks is the ability to create a variety of relationships between people, organisations and activities that can describe very complex networks to users. The reporting system is also very good in getting the information you need out of the system quickly ans systematically. We looked at other systems, which are all inflexible and based solely on sales operators using it rather than a wider group of team members Review collected by and hosted on G2.com.
The only aspect of the system that is more difficult to work with is getting buy in from team members to understand the complexity of the system, which can work to their benefit. However this is looking for issues rather than any genuine concerns Review collected by and hosted on G2.com.
it has a mostly logical interface and is fairly user friendly Review collected by and hosted on G2.com.
not being able to upload documents to workbooks directly from an email
not being able to rearrange files in a folder Review collected by and hosted on G2.com.
The aspect of Workbooks that really stands out over and above other CRM providers is it's flexibility - we are yet to encounter a business process that we haven't been able to incorporate into Workbooks. Furthermore anyone can carry out the necessary development work quickly via the Workbooks interface without the need for technical input/code writing. This enables us to develop how we do business organically and Workbooks can functionalise our ideas very quickly and easily. Also the support is great and I like the fact that they are UK based and you can go visit them! Review collected by and hosted on G2.com.
Nothing. I do look forward thought to when we will have more out of the box integrations to other cloud providers and services in the same way that Salesforce has. E.g. Natterbox, Survey Monkey, BI dashboard providers like Sisense or Tableau. Review collected by and hosted on G2.com.
It's ease of use and accessibility through any browser or location meaning we can work from different locations. Review collected by and hosted on G2.com.
The requirement of connectivity, meaning that actually despite being able to work anywhere - it's pretty fundamental to have internet access. Review collected by and hosted on G2.com.
I have worked with many CRM systems from a Sales perspective in various organization (mostly media sales and publishing). The thing that stands out for me most working with Workbooks is the intuitive way with which it operates. Most of the people on my sales team are pretty tech savvy, and are used to working with CRM systems. We are how ever employing a team of administrative workers who are rather reluctant when embracing new technologies and change in general. I was amazed at how quickly they embraced working with Workbooks. The fact that it has a similarity with their Windows environment (start button at the bottom of the screen etc.). made the change that much easier.
The fact that it is a cloud based service gave my sales team more freedom to operate and keep everyone informed on their progress even while away from the office. Because of this we have been able to quickly respond to developments in the field which has expended our opportunities.
The implementation of old data into workbooks went rather smoothly as well. As well as the general set up of the business. We worked with a local partner of Workbooks in the Netherlands, and they have helped us a great deal in respects to getting a clear view on what we needed etc. Review collected by and hosted on G2.com.
Do date there is nothing I dislike about this service.
I would like to know more about the app solution, since this has been a request from my sales team multiple times. Review collected by and hosted on G2.com.
Workbooks is easy to use and easy to customise, additionally it has allowed us much more freedom to gather relevant information as well as allowing us to report this back to our clients with much more granularity than we ever have before. Review collected by and hosted on G2.com.
Workbooks is object based and therefore very different to our previous CRM system, once this is understood the rest all falls into place. Review collected by and hosted on G2.com.
Web access
Intuitive to use
lots of flexibility in linking people to organisations (as some clients work for multiple organisations) Review collected by and hosted on G2.com.
Saving and existing from the various data views is clunky
quite slow to update screens even over a fairly fast internet connections (7Mb/s) Review collected by and hosted on G2.com.
